Edge Financial Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Edge Financial Advisors’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$671K	Buy	9,845 +129	+1%	+$8.73K	0.28%	69
2025 Q3	$647K	Buy	9,716 +63	+0.7%	+$4.13K	0.29%	72
2025 Q2	$620K	Sell	9,653 -41	-0.4%	-$2.49K	0.33%	56
2025 Q1	$554K	Sell	9,694 -705	-7%	-$39.6K	0.35%	48
2024 Q4	$557K	Buy	10,399 +108	+1%	+$6.12K	0.5%	51
2024 Q3	$618K	Buy	10,291 +76	+0.7%	+$4.39K	0.55%	49
2024 Q2	$565K	Sell	10,215 -6,771	-40%	-$380K	0.58%	47
2024 Q1	$957K	Buy	+16,986	New	+$924K	0.84%	37

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Financial Advisors's JPIN Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.3% in Q4 2025, buying an estimated $8.73K and bringing the position to 9,845 shares worth $671K. The position accounts for 0.28% of the portfolio, ranked #69.

Edge Financial Advisors first reported a position in JPIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $957K in Q1 2024. 106 funds tracked by Wall St. Rank hold JPIN as of Q4 2025.

Edge Financial Advisors held 9,845 shares of JPMorgan Diversified Return International Equity ETF worth $671K as of Q4 2025.
Edge Financial Advisors bought 129 JPMorgan Diversified Return International Equity ETF shares in Q4 2025, an estimated $8.73K.
JPMorgan Diversified Return International Equity ETF made up 0.28% of Edge Financial Advisors's portfolio in Q4 2025, its #69 holding.
Edge Financial Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $957K in Q1 2024.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.